Senior Treasury Fulfillment Specialist – Client-Facing

Bank of America; Phoenix (AZ); On-site; USD 71,635,000 - 113,356,000; Full time

Job summary

Bank of America is seeking a Treasury Implementation Specialist to be the first point of contact for client requests via email and phone. You will handle end-to-end processing for moderately complex implementations and coordinate with Sales, Relationship Managers, and Compliance to resolve issues.

The role emphasizes client engagement, research using banking systems, and collaboration with internal partners to ensure timely delivery of Treasury products.

Qualifications

• Minimum 2 years in a client-facing role, preferably in financial services.
• Presentable, confident and client-focused.
• Excellent communications skills and ability to present to an audience.
• Ability to work under pressure in a team environment.
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
• Self-motivated with ability to work unsupervised; able to manage own time and escalate when needed.

Responsibilities

• Implements standard and common Treasury product packages for clients
• Monitors progress of implementation and end-to-end resolution
• Responds to implementation requests received by email and phone, and questions from internal partners or clients
• Conducts research using various bank systems to enable response to client questions and inquiries

Skills

Attention to Detail

Customer and Client Focus

Oral Communications

Account Management

Adaptability

Analytical Thinking

Critical Thinking

Active Listening

Collaboration

Problem Solving

Stakeholder Management

Written Communications

Education

Bachelor's degree preferred

Job description

Bank of America is seeking a Treasury Implementation Specialist to be the first point of contact for client requests via email and phone. You will handle end-to-end processing for moderately complex implementations and coordinate with Sales, Relationship Managers, and Compliance to resolve issues.

The role emphasizes client engagement, research using banking systems, and collaboration with internal partners to ensure timely delivery of Treasury products.